Visual bid pipeline
Track every bid and quote from first inquiry to signed contract.
“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
Get up and running fast with an all-in-one platform built for contractors, builders, and home service pros. Manage leads, track bids, automate follow-ups, and market to past customers—all in one simple platform.
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Every lead, client, and engagement is organized, automated, and tracked so your team can build relationships and bill more hours, not chase busywork.
Track every bid and quote from first inquiry to signed contract.
Store service history, property notes, and every client conversation in one place.
Automate quote follow-ups, task reminders, and pipeline updates so no bid goes cold.
Access job details, update records, and reach clients from any job site.
Nutshell gives every contractor, builder, and home service pro a complete view of every customer—service history, property details, past bids, and every call or email, all in one place.
When a lead calls back weeks after a quote, your team knows exactly where things stand. No digging through texts. No missed context. Just the information you need to pick up the conversation and win the job.
Learn more about contact management
Most bids aren’t lost on price—they’re lost because no one followed up. Nutshell helps you capture leads around the clock and automatically stay in touch from quote to close.
Add a web form or AI chatbot to your site so leads come in 24/7—even when you’re on a job. Then call or text prospects with one click and let automated sequences handle the follow-up so your best opportunities never go cold.
Learn more about sales automation
Whether you’re managing bids, active jobs, or ongoing maintenance contracts, Nutshell’s visual pipelines give everyone—office staff and field crews alike—a clear view of what’s happening and what’s next.
Create separate pipelines for different types of work, assign tasks automatically as jobs progress, and use @mentions to keep communication where the work lives. No more phone tag between the office and the job site.
Learn more about pipeline management
Your best leads are already in your database. Nutshell’s email and SMS marketing tools make it easy to stay in touch, send timely reminders, and bring past customers back—without adding more to your plate.
Send seasonal service reminders, post-job review requests, or referral promotions to segmented lists. All from the same platform where you manage your sales pipeline, so nothing lives in a separate tool.
Learn more about our marketing features
Nutshell integrates with the software contractors and home service businesses rely on every day, so your customer data stays synced across your entire tech stack—no manual re-entry required.
Connect your accounting software to sync invoices and payment status. Link your proposal tool so signed contracts flow back into the CRM automatically. Integrate your phone system to log every call without lifting a finger.
Award-winning support here for when you need us.
Try Nutshell free for 14 days or let us show you around before you dive in.
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For individuals or small teams getting started.
For small teams that require more reporting power.
For teams that need more pipelines and admin features
For businesses that require more customization and additional AI features
For businesses needing SSO, SQL, Scheduled phone support and more
Not sure which plan fits? See the full breakdown or talk to one of our specialists.
Nutshell’s customizable pipelines let you track all projects simultaneously with automated reminders for key dates. Visual pipeline views show project status at a glance, while automated follow-ups ensure nothing falls through the cracks—keeping your teams organized and deadlines on track.
Yes. Create professional estimates in Nutshell, convert them to jobs, then generate invoices automatically. Track the entire quote-to-payment cycle from one platform, improving cash flow and eliminating double-entry. Link invoices to specific projects to analyze profitability by job.
Nutshell’s mobile app gives field teams full access to customer info, project details, and job updates while on-site. Work offline, then sync data automatically. Update records, receive alerts, and collaborate with office teams—all from your phone without leaving the job.
Absolutely. Nutshell integrates with QuickBooks, Xero, and other accounting platforms to sync financial data. Track costs and profitability by project, manage invoices, and get accurate insights into which jobs are most profitable—all without manual data entry between systems.
Store all vendor and subcontractor contact details in Nutshell with custom fields for rates, specialties, and availability. Set automated reminders for follow-ups, track communications, and manage relationships in one place—making coordination across multiple trades seamless and efficient.
